Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar but it also allows Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your great profile photo here in addition to your name and maybe a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got 2 occasions presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly easy here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you choose, you might have some extra alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. If someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore specifically. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they understand what they’re getting.
And finally, we can select a various color. This is extremely valuable if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of